Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,918 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $664 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
42,571
shares
|
$9.47 Million
6.24% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
42,567
shares
|
$9.47 Million
0.95% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
42,567
shares
|
$9.47 Million
2.17% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
42,362
shares
|
$9.42 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Oakmont Corp
|
Nov 14, 2024 Q3 2024 |
42,270
shares
|
$9.4 Million
1.42% of portfolio
|
Q3 2024
Added 713.98%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
42,228
shares
|
$9.39 Million
0.78% of portfolio
|
Q3 2024
Added 926.7%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,030
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.56%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
41,965
shares
|
$9.33 Million
6.16% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
41,848
shares
|
$9.31 Million
3.32% of portfolio
|
Q4 2024
Reduced 99.43%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
41,810
shares
|
$9.3 Million
0.89% of portfolio
|
Q3 2024
Added 868.95%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,757
shares
|
$9.29 Million
1.51% of portfolio
|
Q4 2023
Added 29.38%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
41,748
shares
|
$9.29 Million
0.3% of portfolio
|
Q3 2024
Added 903.8%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
41,584
shares
|
$9.25 Million
4.16% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
41,508
shares
|
$9.23 Million
0.1% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
41,331
shares
|
$9.19 Million
3.69% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
41,265
shares
|
$9.18 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
41,192
shares
|
$9.16 Million
0.43% of portfolio
|
Q3 2024
Added 906.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
41,150
shares
|
$9.15 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
40,887
shares
|
$9.09 Million
1.07% of portfolio
|
Q4 2024
Reduced 32.41%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
40,642
shares
|
$9.04 Million
1.83% of portfolio
|
Q3 2024
Added 868.82%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
40,624
shares
|
$9.04 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
40,621
shares
|
$9.04 Million
2.07% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
40,614
shares
|
$9.03 Million
5.21% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
40,588
shares
|
$9.03 Million
4.84% of portfolio
|
Q3 2024
Added 863.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
40,472
shares
|
$9 Million
1.26% of portfolio
|
Q4 2024
Added 6.22%
|